Calloway Partners

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Financial Services

Investment, operating and finance talent for private equity firms, family offices and lenders.

Overview

Investment firms compete for a small pool of people who combine technical skill with judgment and the right temperament for a partnership. We recruit investment professionals, operating partners and finance and operations leaders for private equity firms, family offices and private credit managers.

Having worked inside merchant banking and private equity, our partner understands how investment teams are built and what distinguishes strong candidates beyond their transaction experience.

Roles we recruit

  • Partners and principals
  • Investment team members
  • Operating partners and executive advisors
  • Fund CFOs and controllers
  • Investor relations and capital formation
  • Portfolio operations and value-creation leaders
  • Credit and lending professionals

Who we work with

  • Middle-market private equity firms
  • Family offices
  • Private credit funds and direct lenders
  • Independent sponsors

Our approach

How we approach these searches

Fit with the partnership

We look closely at how a candidate will work within a small investment team and its culture, not only at their deal history.

Discreet outreach

Many of the strongest candidates are not looking. We approach them directly and confidentially.

Clear assessment

Each shortlisted candidate comes with a written assessment covering experience, references and open questions.

Related

Other practices

Distribution warehouse shelving

Private Equity & Portfolio Companies

CEO, CFO, COO and functional leadership searches for sponsor-backed companies, including roles hired at acquisition and ahead of an exit.

Boardroom table

Board Services

Independent directors, audit committee chairs and senior advisors for private and public company boards.

Two specialists reviewing a model on a screen

Specialist & AI Talent

PhDs, researchers and industry professionals for AI training and evaluation projects.

Planning a search?

All inquiries are handled confidentially.

Contact us